Sam Ahern Email & Phone Number
Managing Director | Alternative Investments @ Nuveen, a TIAA company
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Sam Ahern Location
- Kansas City, MO, US
Sam Ahern Work
- 2024 -now Managing Director | Alternative Investments @
- 2022 -2024 Vice President @
- 2021 -2022 Vice President of Strategic Relationships @
- 2020 -2021 Regional Vice President @
- 2016 -2020 Senior Regional Sales Specialist @
- 2015 -2016 DC and IO Wholesaler @
- 2013 -2015 Internal Wholesaler @
- 2012 -2013 Internal Sales Consultant @
- 2011 -2012 Investment Specialist @
- 2010 -2011 Sales Executive @
Sam Ahern Education
- Benedictine College
Bachelor of Arts (Physical Education; Sports Management)
2005-2010
Sam Ahern Skills
- Wealth Management Services
- External Relationships
- Sales Operations
- Contact Management
- Brand Awareness
- Sales Processes
- Sales Management
- Series 7
- Sales Presentations
- RIAs
- Investment Products
- Intermediary
- Customer Relationship Management (CRM)
- Broker-Dealer Operations
- New Business Development
- Direct Lending
- Alternative Investments
- Private Credit
- Business Development
- Finance
- Series 6
- Hold Series 7
- Separately Managed Accounts
- Asset Allocation
- Investment Advisory Services
- Investment Strategies
- Financial Services
- Investments
- Mutual Funds
- Retirement Planning
- Salesforce.com
- Customer Experience
- Series 63
- Financial Advisory
- Fusion Presentation Training
- Door to Door
- Salesforce
- Sales
- Cold Calling
- Customer Retention
- Sequoia
- Relationship Management
- 401k
- Morningstar
- Direct Sales
- FINRA
- Strategic Financial Planning
- Contact Centers
- Fusion Presentation
- Zephyr Style Advisor
- Strategic Financial
- Call Centers
- Siebel
Sam Ahern Summary
- Sam Ahern, based in Kansas City, MO, US, is currently a Managing Director | Alternative Investments at Nuveen, a TIAA company. Sam Ahern brings experience from previous roles at CION Investments, Virtue Capital Management and Ivy Investments. Sam Ahern holds a 2005 - 2010 Bachelor of Arts in Physical Education; Sports Management @ Benedictine College. With a robust skill set that includes Wealth Management Services, External Relationships, Sales Operations, Contact Management, Brand Awareness and more. Sam Ahern has 1 emails and 2 mobile phone numbers on RocketReach.
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